Portfolio Management

CFA Level I — Exam Weight: 8-12%

3

Modules

16

Concepts

9

Formulas

10

Quiz Questions

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Modules in Portfolio Management

3 learning modules covering 8-12% of the CFA Level I exam.

1

Portfolio Risk and Return: Part I

6 concepts 4 formulas 3 questions
2

Portfolio Risk and Return: Part II

5 concepts 5 formulas 4 questions
3

Portfolio Management Overview and Planning

5 concepts 3 questions

Key Formulas

8 essential formulas for Portfolio Management.

Utility Function

U = E(R) - ½ × A × σ²

A = risk aversion (A>0: risk-averse)

CAL Equation

E(Rᶜ) = Rᶠ + [E(Rₚ)-Rᶠ]/σₚ × σᶜ

Slope = Sharpe ratio

Portfolio Variance (2 assets)

σ²ₚ = w²ₐσ²ₐ + w²_bσ²_b + 2wₐw_bρσₐσ_b

Diversification when ρ < 1

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